# COLLECTIVE WEALTH ADVISORS LLC

COLLECTIVE WEALTH ADVISORS LLC of COPPELL, TX is an SEC-registered investment adviser.

## Registration

- CRD: 289157
- Type: SEC-registered investment adviser
- SEC file number: 801-133786
- Location: 713 MAIN STREET, COPPELL, TX, 75019
- Phone: 214-427-1427
- Latest filing: 2026-07-08
- Regulatory AUM: $157.0M
- Discretionary AUM: $155.0M
- Non-discretionary AUM: $2.0M
- Clients: 7
- Accounts: 549

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Dewayne Ray Nelson | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289157/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289157/similar
- Related entities: https://search.stillhousedata.com/firm/289157/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289157

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.